Community
Showing results for 
Search instead for 
Do you mean 
Reply

Help with Notes/History in ACT! 2010

Accepted Solution Solved
New Member
Posts: 4
Country: United States
Accepted Solution

Help with Notes/History in ACT! 2010

Is there any way to list contacts alphabetically by Company in a Notes/History report in Act! 2010?

This was possible in the older version but I cannot figure out how to do it in the 2010 version.

Any help would be appreciated!


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Help with Notes/History in ACT! 2010

In edit template go to Edit | Sections and change the sort for section 1 to Company.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Help with Notes/History in ACT! 2010

In edit template go to Edit | Sections and change the sort for section 1 to Company.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Help with Notes/History in ACT! 2010

When I go to the reports then edit templates, then Notes/History  I only see "define sections" which does not give any option for sorting that I can see.  What am I missing?

 

Thanks -  

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Help with Notes/History in ACT! 2010

Did you open Define Sections? Did you click on Section1?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Help with Notes/History in ACT! 2010

Hi Roy:  You're right, I did not click on the section 1 but once I did, it showed the fields to change.

 

Thank you!!!!  I'm so happy!